Morgia Wealth Management

Morgia Wealth Management More than a steady guide to achieving your financial goals. Morgia is a full service wealth management firm. Always.

Morgia Wealth Management is a third generation wealth management firm that has been in business for over 50 years. We are fiduciaries, meaning we are bound to act in our clients' best interests. We offers investment advice, portfolio management, detailed financial planning, Social Security and Medicare timing, and estate planning guidance. We work with individuals, business owners, not-for-profits

, banks, unions, teachers, hospitals, retirees and people in professional practices. On our team, we have Certified Financial Planners (CFP), a Chartered Financial Analyst® (CFA®), a CPA, a Certified Investment Management Analyst® (CIMA®), Certified Plan Financial Analyst (CPFA) and an MBA.

Address

151 Mullin Street
Watertown, NY
13601

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13152227148

Website

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